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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,776 | $72,071-69.8% | $68,368-68.1% | $137,256-84.1% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | -65.08% | 353.14%-418.2pp | 292.57%-357.7pp | 220.34%-285.4pp |
| Employer contribution / active EE | $102 | $2,788-96.4% | $2,649-96.2% | $4,156-97.6% |
| Participant deferral / active EE | $1,512 | $4,410-65.7% | $4,123-63.3% | $6,407-76.4% |
| Admin fee / account holder | $422 | $5,336-92.1% | $5,150-91.8% | $12,270-96.6% |